See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,065 | $167,307-94.0% | $143,757-93.0% | $134,475-92.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | 78.48% | 0.46%+78.0pp | -0.04%+78.5pp | 417.96%-339.5pp |
| Employer contribution / active EE | $2,417 | $5,619-57.0% | $4,951-51.2% | $4,740-49.0% |
| Participant deferral / active EE | $4,143 | $6,446-35.7% | $5,637-26.5% | $6,400-35.3% |
| Admin fee / account holder | $280 | $18,088-98.5% | $14,673-98.1% | $11,426-97.5% |